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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $612,632 | $201,344+204.3% | $184,243+232.5% | $145,877+320.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.46% | 29.01%-18.6pp | 28.82%-18.4pp | 551.28%-540.8pp |
| Employer contribution / active EE | $26,166 | $7,022+272.6% | $6,427+307.1% | $4,663+461.1% |
| Participant deferral / active EE | $17,580 | $9,807+79.3% | $9,132+92.5% | $6,691+162.8% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |